Asset Allocation (30 Nov 1999)

Objectives and Strategy

Fund Objective

To provide moderate capital growth over the medium term, with a high probability of positive returns over any 3 year period. Suggested investment period is 3 years plus.

Fund Strategy

Invests in a diverse mix of assets. The asset mix is reviewed frequently, taking into account market and economic conditions. May invest in options, futures and other derivatives, but may not use these to leverage the portfolio.

Offer information

Minimum initial investment

$10,000.00

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